Patricia Rose Diana
Investment Advisor & Stock Broker
About
I’m Patricia Rose Diana, an experienced investment advisor and stockbroker passionate about helping individuals and businesses unlock their full financial potential. With more than 14 years of expertise, I craft personalized investment strategies and offer practical financial guidance, empowering my clients to achieve lasting growth and sustainable value.
Investment Advisor & Stock Broker.
Transforming Vision into Value – Strategic Guidance for Sustainable Success.
Website: patriciarosediana.com
Email: patriciarosediana@gmail.com
At Patricia Rose Diana trading services, I specialize in providing investment advisory and stock brokerage services to individuals and executives. My mission is to guide clients through financial decisions with clarity and confidence, blending expert market insights with a tailored approach to help them achieve their long-term goals.
14
Years of experience
1500
Happy Clients
3562
Hours Of Support
99
Client Satisfaction
Services
At Patricia Rose Diana Trading Services, I provide strategic investment and financial advisory services designed to help individuals and businesses achieve sustainable growth and lasting financial success. Whether you’re building personal wealth or expanding your portfolio, my guidance is customized to align with your unique goals.
Investment Advisory
Customized investment strategies for individuals and businesses, focused on sustainable growth and wealth preservation.
Financial Consulting
Comprehensive financial planning and wealth management for enduring financial health and resilience.
Digital Assets Trading
Expert services to navigate the dynamic world of digital asset markets, offering strategies for trading, portfolio diversification, and risk management.
Portfolio Management
Tailored portfolio management to help individuals build and secure their wealth with informed asset allocation.
Skills
Empowering people with strategic insights and operational excellence for lasting financialgrowth and value creation.
- Financial Consulting 100%
- Investment Advisory 100%
- Stock Brokerage 100%
- Digital Assets Trading 100%
Resume
Summary
PATRICIA ROSE DIANA
Dynamic Investment Advisor and Stock Broker with a proven track record of helping clients achieve sustainable growth. With over 14 years of experience, I provide financial services to create long-term value and drive impactful transformations.
Education
Master in Business Administration
2007 – 2009
Harvard Business School, Boston, MA
Specialized in business strategy, finance, and leadership, gaining the expertise to drive sustainable growth and operational excellence for businesses.
Bachelor of Arts
2003 – 2007
Harvard University, Cambridge, MA
Developed a strong foundation in economics and business, which has been instrumental in shaping my approach to strategic investment and long-term value creation.
Professional Experience
Co-Founder & CEO
2019 – Present
Kanbrick, Charlotte, NC
- Co-founded Kanbrick to provide strategic investment and operational guidance for consumer and retail businesses, focusing on sustainable growth and long-term value creation.
- Oversee investment evaluations, financial analysis, and strategic planning.
- Lead a dedicated team in delivering hands-on guidance in financial restructuring and development.
Director of Business Development
2009 – 2019
Berkshire Hathaway, Omaha, NE
- Worked closely with Warren Buffett on managing and optimizing various Berkshire Hathaway subsidiaries, providing high-level strategic and operational support.
- Directed business growth and restructuring initiatives across multiple industries, including retail, manufacturing, and consumer goods.
- Developed financial and operational assessments to improve subsidiary performance and achieve business objectives.
Testimonials
Hear from my satistfied clients!